Anatoly Iofe is founder and CEO of IceBridge Financial Group, a global multifamily office based in Boca Raton, Florida.

Life insurance is one of the most powerful financial tools available, yet many people misunderstand its benefits, costs, and ...

She possesses substantial private and public equities and has already utilized her lifetime exemption. She also believes her children have sufficient resources. Her $70 million investment generates ...

Individuals with large debts or dependents: If you have co-signed loans, outstanding debts or other financial commitments — ...

“The benefits of the deduction go primarily to high-income taxpayers because high-income taxpayers tend to itemize more often ...

Clients often use life insurance to help heirs cover the capital gains tax on a family cottage or other asset after their ...

Health insurance refers to a policy between an insurance company and an individual that provides financial aid to the latter ...

The new direct tax code or the new income tax bill announced by Finance Minister Nirmala Sitharaman in the Union Budget, is ...

The Tax Cuts and Jobs Act (“TCJA”), also referred to as the “Trump Tax Cuts,” reduced the corporate tax rate from 35% to 21%. This law is in the ...

Recognizing the critical financial planning window of February and March—when life insurance sales traditionally surge in ...

Budget 2025 has introduced a potentially game-changing tax arbitrage for unit-linked insurance policies and endowment plans ...

Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...